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140 ArticlesChetan Chhabria

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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

Q2FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our long term multicap portfolio. We start ...
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Taking Stock: A Deeper Look at Alkyl Amines

It has been a while since we have looked at individual stocks in detail. As part of our taking stock series we look at stocks in depth, check the detailed ...
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Outlier in Focus: A Brief Look at SRF

The SRF stock has been moving considerably well. Let’s run a check on what business SRF is in. Also Check out our Taking Stock series, where we have more ...
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Fundas: Financial Shenanigans Part 5: Acquisition Accounting

In this last post on the financial shenanigans series, we look at how revenues, earnings and cash flows can be managed when companies are in acquisition mode. ...
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Fundas : Financial Shenanigans Part 4: Key Metric Shenanigans

In our earlier posts we had written about how companies manipulate revenues and expenses to boost earnings, we had also spoken about how cash flows – ...
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Fundas : Financial Shenanigans Part 3: Manipulating Cash Flows

In this post we look at how company’s can manage the cash flow statements and hide the true economic picture of the company. The Financial Shenanigans ...
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Fundas : Financial Shenanigans Part 2: Manipulating Expenses

In the first part of this series, we wrote about how companies could manipulate earnings. We continue here with examples on how companies manipulate ...
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Fundas : Financial Shenanigans Part 1: Manipulating Revenues

This is a quick note to the shady promoter community. If you’re looking to hoodwink the public investors then this series is for you. It will help you ...
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Overview of the Chemical Industry

The chemical industry in India has been in focus on the back of developments taking place in China and customers increasingly sourcing their supplies from ...
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